Proposals
Proposals

Proposals that help you win more clients

Go from first meeting to signed proposal, with deposit capture, e-approvals, and real-time tracking built in.

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Proposals that help you win more clients

Create, send, and sign proposals — faster than ever

Ready-to-use templates

Ready-to-use templates

Flexible builder

Flexible builder

Client e-approvals

Client e-approvals

Deposit capture

Deposit capture

Read receipts

Read receipts

Custom branding

Custom branding

Automations

Automations

Integrated invoicing

Integrated invoicing

Streamline your proposal workflows

Streamline your proposal workflows

  • Craft every proposal alongside your contacts, projects, and invoices. No more toggling between tools.
  • Track proposal status from “drafted” to “approved” in one dashboard.
  • Connect proposals directly to your Bonsai CRM so client history and deal context are always at your fingertips.

Close clients faster with beautiful proposals

  • Create polished proposals with professionally designed templates.
  • Track when a client opens your proposal to follow up at the right time.
  • Let clients sign off digitally with a link — no downloading required.
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Close clients faster with beautiful proposals
SWITCHBOARD.MN

We went from 4 hours to 15 minutes to send beautiful proposals. It takes us 0 minutes to send nicely designed invoices with auto-invoicing.

Head of Operations, Taylor Feero


SWITCHBOARD.MN

From signed to paid, automatically

From signed to paid, automatically

  • Capture deposits in the proposal so clients can commit on the spot.
  • Turn your approved proposal into an invoice automatically.
  • Get paid faster with integrated online payments.

Ready to try Bonsai?

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